See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MBE WEALTH MANAGEMENT LLC6 years Service code 27 E10890 PENNY LANE · BARABOO, WI 53913 | Advisory (Plan) | $40,022 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,978 |
PREMIER RETIREMENT PARTNERS6 years Filed as: PREMIER RETIREMENT PARTNERS LLC Service code 13 8040 EXCELSIOR DR. STE. 401 · MADISON, WI 53717 | Contract Administrator | $9,361 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,299 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 6300 BRIDGE POINT PKWY BLDG 1 #3 · AUSTIN, TX 78730 | Advisory (Plan) | $6,671 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,447 | $101,317-37.4% | $146,958-56.8% | $74,495-14.8% |
| Participation rate | 74.5% | 75.5%-1.0pp | 82.2%-7.7pp | 67.2%+7.3pp |
| Annual return | 15.33% | 8730.91%-8715.6pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,319 | $3,810-39.1% | $4,933-53.0% | $2,623-11.6% |
| Participant deferral / active EE | $5,453 | $7,303-25.3% | $8,070-32.4% | $4,346+25.5% |
| Admin fee / account holder | $392 | $1,739-77.5% | $12,998-97.0% | $1,942-79.8% |